Institutional Ownership Double Line Yield Opportunities Fund (DLY)
This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 9.49 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,344
shares
|
$683,574
0.0% of portfolio
|
Q3 2024
Added 76.44%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
40,670
shares
|
$599,882
0.0% of portfolio
|
Q4 2024
Added 119.14%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
40,142
shares
|
$592,094
0.26% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
37,610
shares
|
$554,747
0.2% of portfolio
|
Q4 2024
Reduced 93.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
35,564
shares
|
$524,569
0.0% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
32,296
shares
|
$476,366
0.02% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
29,650
shares
|
$437,337
0.0% of portfolio
|
Q4 2024
Added 91.91%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
27,066
shares
|
$399,223
0.28% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
26,445
shares
|
$390,063
0.1% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,933
shares
|
$367,761
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
23,279
shares
|
$343,365
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
22,800
shares
|
$336,300
0.02% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
20,884
shares
|
$308,039
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
20,868
shares
|
$307,803
0.0% of portfolio
|
Q4 2024
Added 25.03%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
20,735
shares
|
$305,841
0.05% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,337
shares
|
$299,970
0.01% of portfolio
|
Q4 2024
Added 18.68%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
20,000
shares
|
$295,000
0.18% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
19,450
shares
|
$286,887
0.0% of portfolio
|
Q4 2024
Added 70.61%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
18,482
shares
|
$272,609
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
17,404
shares
|
$256,709
0.0% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
17,017
shares
|
$251,000
0.0% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
15,365
shares
|
$226,633
0.0% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
14,950
shares
|
$220,512
0.01% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
14,000
shares
|
$206,500
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
13,932
shares
|
$205,497
0.08% of portfolio
|
Q4 2024
Added 7.32%
|